HomeMy WebLinkAbout02-0582PETITION FOR PROBATE and GRANT OF
Estate al ~ ~^~ ~= R_ mA R K ~ ~ / No, ~ ~ - OZ '-~Bz
also ,tcrtown at To:
Register of Wills for the
Deceased County of ~ , ~,~ aN Q [. A ty ~ in the
Social .Sec~riry Na i ~9 - 03 - b9 a ~ Commonwealth of Pennsylvania
The petition of the uadersigaed respeufully represents that:
your petitioner(s), who is/are 18 years of age or older as the exeostt ^R ~~
in the last wt71 of the above decedent, dated r!t A V _~, 19.~Z
and codial(s) dated ~i o c onk ~~~ -
(sue rde,raac draumcaooes. a.t, cmimdaaaa. loth of exaentor. e:<)
Dec=ndeas was domia7ed at death is
t+F~tL last fanu'ly or principal residence at
(tits mess. aumba gad mnadpa6n)
then ~„ years of age, died
County. Peansyivania, with
.~ a
at ,~
Exczpt as follows, decedent did not marry, was not divorced and did not have a chtld born or adopted
after execution of the will offered for probate; was not the victim of a Pilling and was never adjudicated
incampe:teat: 1~Q Exr~c.P~osv~
Decendeat at drath owned property with estimated values as foIIows: 00
(If domialed is Pa.) All pezsoaal property S .~ ~ ~ ~~ ~
(If not domialed ht Pa.) Personal property is Pennsylvania S
(If not domia'Ied in Pa.} Personal property is County S ~~~ ~~d ~~
Value of real estate in Pennsylvania S
situated as foIIows: '-100 ~~~~ Warm Rn C_Fl mfy ~1~ ~ / ~ o ~,
wHEREFOItE, petitioner(s) respectfully tequest(s}~"the'prbbate' oT'the'7i"sf"~i-~'atid"cbdic7(sj ' -.-. _ .
presented herewith and the grant of letters TESTA rn E~1 Tfl R l/
(ta:ammssrr admiaisaaCOa ct.i.: admiaistr+tian d.b.n.tu.)
theron.
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~lSl F ~~ESZ1~E~ln' rs~D 7R.uST
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OATH OF PERSONAL REPRESENTATIVE
COMMON~TA.LT1ki OF PENNSyLYAI'YIA l ~
COUNTY OF ~~., car"~D f
The petii;oncris) above-named swear(s) or affum(s) that the statemeau in the foregoing petition are
true and correct to the best of the kaowIedge and belief of petitioners} and that as personal repress
tative(s) o: the above decadent petitioner(s) will weII and truly administer the estate accordu~ to law.
~,i~t~sT TRusr c~mP~~~y of I"or.N S`Jc_UANT.r9 N,R .
Swoon to or aff5rmed and subscn'bed S ~s ~ fl" mE62y~1~'Tb t~Atil~i-1S~1
before me this day of N T C..a ~ ~~ °p
JUNE 19 z
' ~-
nrtnuv LEW Regrsier - - - `"- - -
No, 2-- oa- 5 g2
Estate of 3u Ni= -Z m fl R K t _E - ~ ~ ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE 24 _ ~nn~ 19_, is considaatioa of the motion oa
the rererse side herwf, satisfactoiy proo[ harms bem preseated before tae,
1T LS DECREED that the mss) dafed rn A ~/ ~ 1`~ "?
described therda be admitted w probate and 51ed of raord as the Iasi w~I of ~y~ - ~
aad Lettea ~'~ ~
are hereby graated to -'1 ~-t-~%62s T Tft S7 Ccrr,A~N a o+= PA N . fi~ _
S V C Lr ss ~~R. 3y rn EG:C~ F_ LZ Ta DAt~ P N~/11 DE P~S.L' i t3A ly )~
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Probate, Letter, Etc.......... s 3~
Short Certifi~lb) . S 30
Reaundarion ................ s~._
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Filed ... f :24-?-AQ2 ....................:
maiF~~ to bank 6-24-2002
MARY C LEWI ' ~~ ~ ~
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PS~~t`ER ~.1oDO ~Ac:L~iJ'~,' RA Hflt_
P~ Bin 11913 NBy Pfl i'1/_03
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This is to certify that the information here given -is correctly copied from an original certificate of death dilly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~iling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 839157
No.
H105.1 aJ RSV 2/87
i YPE/PRINT
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
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LAST WILL AND TESTAMENT OF
JUNE R. MARKLEY
I, JUNE R. MARKLEY, of 400 Brentwater Road, Camp Hill,
Cumberland County, Pennsylvania, do hereby make this my Last Will
and Testament, revoking any former Wills and Codicils made by me.
FIRST: In view of the substantial gifts of tangible per-
sonal property to my son, Thomas W. Markley, during my lifetime,
I give my tangible personal property and any insurance that I am
carrying on my tangible personal property to my sons, Charles A.
Markley and Robert F. Markley, to be divided bei=ween them as they
may agree. I have complete confidence that my sons, or the
survivor of them, will honor any written instructions that I may
leave with regard to said tangible personal property. I also
have complete confidence that all my sons, or tYie survivor of
them, will encourage the retention of Markley family pieces in
the direct Markley progeny line.
SECOND: I give to each son who survives me Ten Thousand
Dollars ($10,000), directing my Executor to makE~ payment as
promptly as convenient, and give, devise and bequeath all the
rest and remainder of my estate, real and personal, to my issue,
per stirpes. Should no issue survive me, I givE~, devise and
bequeath all of my estate, real and personal, to Dickinson
College, Carlisle, Pennsylvania, without restriction as to use.
~~~
THIRD: If any individual beneficiary who would otherwise
receive an interest in my probate estate through Item SECOND is
under thirty-five (35) years of age, I direct that his (the
masculine to include the feminine) interest be held in trust by
Dauphin Deposit Bank and Trust Company, 213 Market Street,
Harrisburg, Dauphin County, Pennsylvania, hereinafter called
Trustee, until such beneficiary reaches thirty-five (35) years of
age.
My Trustee shall apply such amounts of income and principal
as it, in its sole discretion, deems proper for the support,
education and welfare of such beneficiary, and may accumulate any
unexpended balance of income to the extent permitted by law. I
recommend that my Trustee administer assets herE~under in a manner
consistent with the trust assets that it may hold under docu-
mentation created by my late husband, George M. Markley. Without
the intervention of a guardian, such amounts may be applied
directly or may be paid to the beneficiary or to the person with
whom such beneficiary resides or to the person who has the care
and control of such beneficiary. My Trustee shall not be obliged
to supervise or inquire into the application of such amounts by
such person, and the receipt of such person shal_1 be a complete
release of my Trustee. Should the share of a beneficiary, in the
sole opinion of my Trustee, be or become too small to warrant
continuing such fund in trust, or should its administration be or
~~
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become impractical for any other reason, my Tru:atee, in its sole
discretion, may pay such share, absolutely, without the inter-
vention of a guardian, to the beneficiary, to the person with
whom such beneficiary resides, to the person who has the care and
control of such beneficiary, or may deposit suciz share in the
beneficiary's name in a savings account in a savings institution
of its choosing, payable to the beneficiary at majority, which I
define as twenty-one (21) years.
Should a beneficiary die prior to reaching the age of
thirty-five (35) years leaving issue, his interE~st shall be
allocated among said issue by my Trustee and held in trust for
said issue, subject to the same trust provisions of this Will,
but subject to the additional qualification that= final dis-
tribution be made to each said issue upon his reaching the age of
twenty-one (21) years, or to his estate in the event of his
death .
Should a beneficiary die after reaching the age of twenty-
one (21) years, but prior to reaching the age oi° thirty-five (35)
years, leaving no issue, his interest shall be distributed as he
may specifically direct in a valid Last Will and Testament.
Unless such specific direction is made, the interest of a bene-
ficiary who dies at any age prior to reaching tree age of thirty-
five (35) years leaving no issue shall be divided among his
brothers and sisters and the issue of deceased brothers and
-3-
sisters, per stirpes, or, if none exists, among my issue, per
stirpes, or, if none exists, among the persons and in the pro-
portions set forth in the final paragraph of Itesm SECOND,
provided that, any portion of such interest payable to a person
who is the beneficiary of a subsisting trust under this Will
shall be added to said trust, and be paid over to said bene-
ficiary in accordance with the provisions of said trust.
FOURTH: I name Dauphin Deposit Bank and Trust Company as my
Executor. I direct that my Executor serve without bond in any
jurisdiction in which called upon to act.
FIFTH: I give to any Executor, Executrix or Executors and
to any Trustee or Trustees named in this Will or any Codicil
hereto all of the powers now applicable by law i:o fiduciaries in
the Commonwealth of Pennsylvania and in particu7Lar, through the
Probate, Estates and Fiduciaries Code, as effective and as in
effect on the date hereof, during the administration and until
the completion of the distribution of my estate,, and until the
termination of all trusts created in this Will or any Codicil
hereto and until the completion of the distribution of the assets
of such trusts.
SIXTH: The words "issue" and "children" whenever used in
this Last Will and Testament shall include adopted children.
SEVENTH: No interest of any beneficiary under this Will or
any Codicil hereto shall be subject to anticipation or to volun-
tary or involuntary alienation.
\. ...
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EIGHTH: All estate, inheritance, succession and other death
taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property comprising my
gross estate for death tax purposes, whether or not such property
passes under this Will, shall be paid out of thE, residue of my
estate, as if such taxes were expenses of administration, without
apportionment or right of reimbursement. I authorize my Executor
and Trustee to pay all such taxes at such time or times as deemed
advisable.
IN WITNESS WHEREOF, I have set my hand and seal on this my
Last Will and Testament this ~ day of , 1987.
(SEAL)
JUNE MARKLEY
SIGNED, SEALED, PUBLISHED, and)
DECLARED by JUNE R. MARKLEY, )
as and for her Last Will and )
Testament, on the day and year)
last above written, in the )
presence of us, who, at her )
request, in her presence, and )
in the presence of each other,)
all being present at the same )
time, have hereunto subscribed)
our names as witnesses: )
-~ )
,, )
~~ ~ )
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SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA ,
SS.
COUNTY OF DAUPHIN ,
WE, JUNE R. MARKLEY, and _pAULA J. BAYNAR
~TT~AN M _ MTTC'HF.T.T~ , and TON T.YNN PD . ~RAFF , the
Testatrix and the witnesses, respectively, whose' names are signed
to the attached or foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and that she
had signed willingly (or willingly directed another to sign for
her), and that she executed it as her free and voluntary act for
the purposes therein expressed, and that each oi= the witnesses,
in the presence and hearing of the Testatrix, s~~gned the Will as
witness and to the best of his or her knowledge the Testatrix was
at that time eighteen (18) years of age or older, of sound mind,
and under no constraint or undue influence.
J R~jN~ARKLEY,~ Testa ix ~' )
~ 7"~~-~ .~~i,~~n_ Q~LJ
Wit~~s ~ / ;'
~~
Witness
'~
Wit ess
Subscribed, sworn to, and acknowledged before men by JUNE R.
MARKLEY, the Testatrix, and subscribed and sworr.~ to before me by
PAULA J. BAYNAR . SUSAN M. MITCHELL , and
JoN T.vNN DF,RA F , witnesses, this 5th day of May,
1987.
0
L~c,t., Li ~' ~ 1~~~~
Notary ublic
KATHRYN C. HOI.LBJGER, NOTARY Pt~.l~
My Commission Expires : My ComT~aon Expire hi~rda 94, tai
- 6 - Naaistwr9, PA Dauphin ~Y
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001587
WHITLEY BRIDGET M
KEEFER,WOOD,ALLEN & RAHAL
P. O. BOX 11963
HARRISBURG, PA 17108-1963
fold
ESTATE INFORMATION: ssN: ~ ss-os-os2o
FILE NUMBER: 2102-0582
DECEDENT NAME: MARKLEY .TUNE R
DATE OF PAYMENT: 09/03/2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 06/04/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $16, 500.00
TOTAL AMOUNT PAID:
REMARKS: BRIDGET M WHITLEY ESQUIRE
CHECK# 20341945
SEAL
INITIALS: JA
RECEIVED BY: MARY C. LEWIS
REV-1162 EX111-96)
S 16, 500.00
REGISTER OF WILLS
REGISTER OF WILLS
.-
Register of Wills of CUMBERLAND
INVENTORY
Address: 213 Market Street
Estate of June R. Markley
also known as
No. 021-02-0582
Date of Death 06/04/2002
,Deceased Social Security No. 189-09-0920
Allfirst Trust Company of PA, NA,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commdnwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of Keefer, Wood, Allen & Rahal, LLP
Attorney: Bridget M. Whitley, Esquire
I.D. No.: 33580
Personal Representative
Signature: L, ~,y
first Tr st Company of PA, NA
Signature:
Address: 210 Walnut Street
Harrisbur>;. PA 17108
Telephone: _ 717/255 - 8027
County, Pennsylvania
Harrisburg, PA 17101
Telephone: 717/255 - 2.174 -
Dated:
!vv 1 c: ! ne memorandum or real estate outside the t:ommcnwealth of °ennsylvania may. aY the election of the personal representative.
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992)
INVENTORY
Estate of: June R. Markley
Date of Death: 06/04/2002
County: Cumberland
CASH:
$2,500 Allfirst Bank
Certificate of Deposit
#87008000168359 - Date of
Death Value
Accrued Interest
$7,699.52 Allfirst Bank
Certificate of Deposit
#87008000155680 - Date of
Death Value
Accrued Interest
Allfirst Bank Checking Account
#0057711704 - Date of Death
value
Accrued Interest
Church of God Home - Refund
Church of God Home - Residents
Fund
Waypoint Various Certificate
of Deposits
Accrued Interest
2,500.00
2.18
7,699.52
61.55
10,914.81
1.15
2,150.56
181..14
103,688,.82
127.89
127,327.62
PERSONAL PROPERTY:
1984 Ford Crown Victoria -
Appraised Value
Household Effects - Appraised
Value
800.00
10,732.00
11,532.00
1
Estate of: June R. Markley
Date of Death: 06/04/2002
County: Cu« erland
STOCKS/LISTED:
3,276 shares Allied Irish Bks Plc 90,630.54
Spons ADR
1,487.533 shares CDC Nvest Fds TR I Bond 16,838.87
Incm CL A
6,767.89 shares Dreyfus Liquid Assets 6,767.89
63 shares Eaton Vance Mut Fds Tr 1,242.99
Txmgd Gr 1.1A
649 shares Eaton Vance Mut Gds Tr 12,259.61
Txmgd Gr 1.1B
3,755 shares Merrill Lynch Global 33,494.60
Util Fd
-
-------------
161,234.50
REAL ESTATE/PA:
J
400 Brentwater Road, East 200,000.00
Pennsboro Township,
Cumberland County,
Pennsylvania - More Fully
Described in the Cumberland
County Recorder of Deeds
Deed Book 16F pages 108-110
& Deed Book Z17 pages
567-569 - Appraised Value
TOTAL RECEIPTS OF PRINCIPAL ...............
200,000.00
----------------
500,094.12
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Will No.
To the Register:
June E. Markley
6/4/02
2002-00582
Admin. No. 21-02-0582
I certify that the notice of (beneficial interest) estate administration required by Rule
5.6 (a) of the Supreme Court, Orphans' Court Rules was served on or mailed to the following
beneficiaries of the above-captioned Estate on or about July 26, 2002:
Name Address
Robert Markley 72 Cedar Hills Circle, Chapel Hill, NC 27514
Charles Markley 846 Finney Drive, Vinton, VA 24173
Thomas Markley 305 Lamp Post Lane, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except,
N/A
Date: i Signature ~ a~u._..
Title seph A. Mac i
Vice President & Trust Officer
Name: Allfirst Trust Company of Pennsylvania, N.A.
Address: P.O. Box 2961,
Harrisburg, PA 17105-2961
Telephone: (717) 255-2174
Capacity: X Personal Representative
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
N0. CD 002236
ALLFIRST TRUST CO OF PA NA
ATTN: JOSEPH A MARCI
213 MARKET STREET PO BOX 2961
HARRISBURG, PA 17101
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssrv: gas-os-os2o
FILE NUMBER: 2102-0582
DECEDENT NAME: MARKLEY JUNE R
DATE OF PAYMENT: 02/28/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/04/2002
101 ~ 53,041.27
TOTAL AMOUNT PAID:
REMARKS: ALLFIRST TRUST CO OF PA NA
ATTN: JOSEPH A MARCI
SEAL
CHECK# 20391374
INITIALS: VZ
RECEIVED BY: DONNA M. OTTO
53,041.27
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
PLEASE FILE THIS REPORT WITHiN ZtiJO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF Tf~
ESTATE. IF ESTATE IS NOT OOMPLETED, FILE A 6.12 FORM YEARLY UI~IL dON~'LFTION. ,~
),;
',.;/
"y!/
STATUS REPORT UNDER RULE 6.12 (.~~
Name of Decedent: ._; y~E ~_ rnARKL E f
Date of Death: ~,~,~~ y~~
Wi11 No. ~pna ~ ~Jp S$a Admi.n. No.~_'~a_d spa
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of tYte estate is complete:
Yes No +~
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: Jy~ y o~003
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No„ (if any) for
the personal representative's account is:
c. Did t:he personal representative state an
account informally to the parties in interest? YE~s No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orpliaris' Court and may be attached to this report.
Date: a-/a~1o3 ~-~.. ~ ~~_
Si ure ~~ PN A. rn~~Z vP, -c
AL Fz R$-r T R S T Go r-~ Pr0 NU ~` ~
Pfl. N,A. En~s;~~
Name (Please type or print}
a-3 MflR~C6r s ~ Nei=Pw ~~~o~
Address
Tel.. No.
Capacity: ~ Personal Representative
__ __ Counsel for. personal
representative
(MAH:rmt;AM3)
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1'7 -'7/- lo
REV-1500 EX + (6-00)
CAPB
HpRL
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CRAC
KOTK
ES
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTME.NT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Markle June R.
DATE OF DEATH (MM-DD-YEAR)
FILE NUMBER
v
OFFICIAL USE ONLY
021-02-0582
COUNTY CODE YEAR
SOCIAl. SECURITY NUMBER
189-09-0920
THIS RETURN MUST BE FilED IN OUPUCATE WITH THE
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1
o
3. date of death
. RemarnderReturn rlortol2.-13-B2.)
5. Federal Estate Tax Return Required
8. Total Number o'f Sa'fe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
DATE OF BIRTH (MM~OO-YEAR)
N/A Deceased
X 1. OrIginal Return
4. L1mlted Estate
X 6. Decedent DledTestate
(Attach copy of WfIJ)
D 9. L1tlgatfon Proceeds Received
2. Supplemental Return
4a. Future Interest compromIse (date of death after 12-12-82)
7. Decedent Maintained a livIng Trust
(Attach copy of Trust)
o 10. Spousal Poverty Credit
(date of death between 12-31~91 and 1-1-95)
P NAME COMPLETE MAILING ADDRESS
C
0 0 Jose h A. Macri, V.P. & Trust Officer
R N Fl RM NAME Of ApplJcable) 213 Market Street
R 0
E E A11first Trust Com an of PA, NA Harrisburg, PA 17101
S N
T TELEPHONE NUMBER
c
o
M
P
T U
A T
X A
T
I
o
N
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-VIvos Transfers & Miscenaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
200,000.00
161,234.50
None
None
138,859.62
None
None
34,114.96
12,430.44
.0 0
.045
.12
.15
OFFICIAL USE ONLY
(8) 500,094.12
(11) 46 .545.40
(12) 453,548.72
(13)
(14) 453,548.72
(15)
(16)
(17)
(18)
(19)
0.00
20,409.69
0.00
0.00
20,409.69
R
E
C
A
p
I
T
U
L
A
T
I
o
N
(4)
(5)
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00
453,548.72
0.00
0.00
x
X
X
X
Copyright (c) 2000 form software only The Lackner Group, (nc.
FormREV-1S00 EX {Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
400 Brentwater Road
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
20,409.69
0.00
16,500.00
868.42
Total Cred~s ( A + B + C) (2)
17 ,368.42
3. Interest/Penalty jf applicable
D. Interest
E. Penalty
TotallnteresVpenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: .. .. ... REGISTER OF WILLS, AGENT
ij::!:!.:~::~i:~;~!!:!\!!!Wll[l!!1..~~~:~:~!.~WL.!mll!..(~(~~E!~((:.!!m~!:." ".\..(!l~!!!l!!l! Jmmmmmm!!!\~~ml~~j~~;;;;;;\\\mm\!mmmmlllmml!mmmm\\!ll!IW:..:.. .:, ~:. :~..~.!\\\\\\\\!m!\\\\:\!\\J~1~\\
\\\\:~::::;I:;.. \:~~W.:j:~:~:~jW:~if:!j~:.~:~mm~:!!!;\ij\\\\\j~~j~:;~:\\::::~:::::::':::::::':::.:::::: :. .
..... PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . ~ ~x:
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. .' ........
d. receive the promise for life of either payments, benefits or care? . . .
2. If death occurred after December 12. 1982. did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or,her death? . . . . . . . . . . .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
3,041.27
0.00
3,041.27
o
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IT]
IT]
Under penalties of perj~ry, I declare that I have examined this return, InclUding accompanyIng schedules and statements, a.nd to the best of my knOWledge and belief, It Is true,
correct and complete. Declaration of preparer other than the personal representa.tlve is based on all Information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
/.3y:
SIGN
\J~L.~ P~Ir;:-.sn)CNr .....
''''T11..''~1'' Or~
ER OTHER THAN REPRESENTATIVE
A11firsc Trust Company of PA, NA
213 Market Street
- - H~r;'-{sb~r -; - W... -- -ijiefi - - - - - - - - - -- - - -- - - - - - - - --
A11first Trusc Company of PA, NA
213
DATE
z.f..... (~3
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a)(1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse (s 0%,
(72 P.S. 9116 (a) (1,1) (in]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. 9116( 1 ,2)
[72 P.S. 9116(a)(11].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
copyright\c)'lOOOicrmsoftW<l.re only Tne Lackner Group, Inc. Form REV-1500 EX (Rev. 6-001
REV-150Z. EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
lNHERITANCET/tIJ( RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
June R. Markley SS# 189-09-0920 06/04/2002 021-02-0582
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly...owned with riQht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 400 Brentwater Road, East Pennsboro Township, Cumberland County, 200,000.00
Pennsylvania - More Fully Described in the Cumberland County
Recorder of Deeds Deed Book 16F pages 108-110 & Deed Book 217
pages 567-569 - Appraised Value
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line " Recapitulation) $ 200 ,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996formsoftwaretlnly CPSystems, Inc. Form REV-1502 EX (Rev. 1_97\
REV-1503 EX + (1v97)
COMMONWEALTH OFPENNSYLVANIA
INHERITANCE TJQt.. RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
June R. Markley
SSif 189-09-0920
06/04/2002
021-02-0582
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
3,276 shares Allied Irish Bks Plc Spons ADR
UNIT VALUE
VALUE AT DATE
OF DEATH
90,630.54
2
1,487.533 shares CDC Nvest Fds TR I Bond Incm CL A
16,838.87
3
6,767.89 shares Dreyfus Liquid Assets
6,767.89
4
63 shares Eaton Vance Mut Fds Tr Txmgd Gr 1.lA
1,242.99
5
649 shares Eaton Vance Mut Gds Tr Txmgd Gr 1.lB
12,259.61
6
3,755 shares Merrill Lynch Global Uti1 Fd
33,494.60
TOTAL (Also enter on line 2, Recapitulation)
161,234.50
(If more space is needed, insert additional sheets of the same size)
Cop'fright(c) 1996 farm software only CPSystems, Inc.
Form REV-1503 EX (Rev. 1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
June R. Markley
REV.150a EX + (1.97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSII 189-09-0920
FILE NUMBER
021-02-0582
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
06/04/2002
ITEM
NUMBER
1
DESCRIPTION
$2,500 Allfirst Bank Certificate of Deposit #87008000168359 _
Date of Death Value
Accrued Interest
VALUE AT DATE
OF DEATH
2,500.00
2.18
2
$7,699.52 Allfirst Bank Certificate of Deposit #87008000155680 _
Date of Death Value
Accrued Interest
7,699.52
61. 55
3
Allfirst Bank Checking Account #0057711704 - Date of Death Value
Accrued Interest
10,914.81
1.15
4
Church of God Home
Refund
2,150.56
5
Church of God Home - Residents Fund
181. 14
6
Waypoint Various Certificate of Deposits
Accrued Interest
(See Attached List)
103,688.82
127.89
7
1984 Ford Crown Victoria - Appraised Value
800.00
8
Household Effects - Appraised Value
10,732.00
TOTAL (Also enter on line 5, Recapitulation) $ 138,859.62
(If more space is needed, insert additional sheets of the same size)
Copyright(c) 1996 form software only CPSystems, Inc. Form REV-15Ga EX (Rev. 1.97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERlT A.NCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
June R. Markley
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSff 189-09-0920
06/04/2002
FILE NUMBER
021-02-0582
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES'
Old Country Buffet
Funeral Luncheon Expense
224.36
,.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Allfirst Trust Company of PA, NA
Social Security Number{s) I EIN Number of Personal Representative(s)
Street Address 213 Market Street
City Harrisburg State PA Zip 17101
21,000.00
Year(s) Commission Paid:
2.
3.
Attorney's Fees Keefer, Wood, Allen & Rahal, LLP
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
3,000.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
355.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
1st Class Building and Remodeling - General Property Repairs
5,483.10
2
Alicia D. Stine, Treasurer - Fee for Obtaining Receipted Tax Bill
2.00
3
AT&T - Utility Expense
108.90
4
Claude C. Wolfe & Associates - Appraisal of Household Effects
325.00
5
Cumberland County Register of Wills - Short Certificates
18.00
6
Cumberland Law Journal - Cost of Advertising and Proof of
Publication
75.00
Total of Continuation Schedule(s)
3,523.60
TOTAL (Also enter on line 9, Recapitulation) $ 34,114.96
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: June R. Markley
Soc See #: 189-09-0920
Date of Death: 06/04/2002
Continuation of Schedule H-B4
(Probate Fees)
Item
jf
Description
Amount
1
Cumberland County Register of Wills - Probate Letters, Short
Certificates, JCP and Extra Page
343.00
2
Cumberland County Register of Wills - Filing Fee
12.00
355.00
Estate of: June R. Markley
Soc See #: 189-09-0920
Date of Death: 06/04/2002
Item
if
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
7
East Pennsboro Township - Sewer/Refuse
183.75
8
Killian Lawn Spray Service - Landscaping/Mowing Expense
1,187.20
9
Lester C. Connor Real Estate - Appraisal of Real Estate
275.00
10
PA Vital Records - Death Certificate
6.00
11
Pennsylvania American Water Company - Utility Expense
90.73
12
Pennsylvania Department of Transportation - Fees for Registration
and Sale of 1984 Ford
87.00
13
Pennsylvania Power and Light Company - Utility Expense
376.62
14
Seabury & Smith, Inc. - Real Estate Insurance
145.97
15
The Patriot News Company - Cost of Advertising and Proof of
Publication
246.04
16
UCI Utilities Inc. - Utility Expense
845.33
17
Verizon - Telephone Expense
79.96
3,523.60
REV-1512 EX '" (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
June R. Markley
FILE NUMBER
021-02-0582
SSjl 189- 09-0920
06/04/2002
Inelude unreimbursed medieal expenses.
ITEM
NUMBER
1
10
11
12
13
14
15
16
DESCRIPTION
Alicia D. Stine, Treasurer - 2002 School Real Estate Tax
AMOUNT
2,833.92
2
Allfirst Bank Checking Account #0057711704 - Outstanding Checks
#4488 $250, #4489 $96.82, #4490 $91.48, #4491 $132.26, #4492
$6.26, #4493 $14.97, #4494 $40.84, #4495 #1496.92, #4496 $4588,
#4497 $250, #4498 $360
7,327.55
3
An 01de Town Florist & Greenery - Floral Arrangement
58.30
4
AT&T - Utility Expense
49.85
5
Auto Seat Cover Company - Auto Repair 1984 Ford
353.31
6
Brockie Pharmatech - Medical Expense
399.30
7
EBI - Medical Expense
20.00
8
East Pennsboro Township . Sewer/Refuse
87.75
9
Mobile X-Ray Imaging - Medical Expense
26.77
Pennsylvania American Water Company - Utility Expense
77.00
Pennsylvania Power and Light Company - Utility Expense
265.08
UGI Utilities Inc. - Utility Expense
54.54
Verizon - Telephone Expense
54.70
Waggoner, Frutiger & Daub - Personal Tax Preparation Fee
502.42
West Shore EMS - Medical Expense
88.95
Zeplin Security Group Inc. - Monthly Residential Monitoring
231. 00
TOTA.L (Also enter on line 10, Recapitulation) $ 12,430.44
(If more space is needed, insert additional sheets of the same size)
copyright (c) 1996 farm software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
:
REV-1513 EX +(9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TIlX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
June R. Marklev SS# 189-09-0920
06/04/2002
FILE NUMBER
021-02-0582
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Nol Lisl Truslee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [lncJudeoutrfght spousal distributIons, and
transfers under Sec. 9116(a){1.2))
1 Thomas Markley
217 South Third Street
Lemoyne, PA 17043
Son 10,000.00
Cash Bequest
1/3 share of
Residue
2
Charles Markley
846 Finney Drive
Vinton, VA 24179
Son
10,000.00
Cash Bequest
1/2 share of
Household
Effects
1/3 share of
Residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group,lnc.
0.00
Form REV-1513 EX (Rev. 9~OO)
..
Estate of: June R. Markley
Soc Sec #: 189-09-0920
Date of Death: 06/04/2002
Item
11
Continuation of Schedule J, Part 1
(Taxable Bequests)
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
3
Robert Markley
72 Cedar Hills Circle
Chapel Hill, NC 27514
Son
10,000.00
Cash Bequest
1/2 share of
Household
Effects
1/3 share of
Residue
lev..d5!X+ 15..a51
'*
SAFE DEPOSIT BOX
INVENTORY
COMMONWEALTH Of PEl'lNSYlvAf'tI#.
OEPARTMENT O~ RfVfNUf
INMDlTANCl U.X DIViSION
POST Of~ICE lOX 1327
MAIUtISIURG. "A. )7105..1327 Please Print or Type
MUST BE COMPLETED aY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY COOl! FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
21 021-02-0582 189-09-0920
DECEDENT'S NAME (LAST. FIRST, MIDDLEI
Markley, June R.
ADDRESS OF DECEDENT (STREET] ICITY)
400 Brentwater Rd. Camp Hill
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME) Allfirst Trust Company of PA N .A., Executor of the
Estate of June Markley
ISiRfEl ....DDRESS) {CITY)
213 Market St. Harrisburg,
NAME. ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSONISI PRESENT AT THE BOX OPENING
a. (NAME} (RELATIONSHIP}
Joseph Macri Vice President & Trust Officer Allfirst Trust Co.
DATE OF DEATH
June 4, 2002
(STATEI
(ZlPCooq
17011
PA
{STAfE}
PA
(ZIP CODE)
17101
iSiREn ADDRESS)
213 Market St.
ICITY)
Harrisburg
{RELATIONSHIP}
(STATE) IZIP CODf)
PA 17101
b. (NAMEI
Sandra Stapel Admin. Assist.
(STREET ADDRESS!
213 Market St.
ICITY)
Harrisburg
(RELATlONSHIP\
(StATE) IllP CCDEj
PA 17101
c. {NAME)
(STRfET ADORESSI
ICITY)
(STATE)
(I)P CODE)
NAME AND ADDRESS OF FINANCIAL INSTlTUlION WHERE THE SAFE DEPOSIT BOX IS LOCATED
INAMEI
Allfirst
(STREET ADDRESS}
3045 Market St.
, NAME OF PERSON MAKING LAST ENTRY
June Markley
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
3/4/74 10138
NAME AND ADDRESS OF PERSONIS) HAVING ACCESS TO BOX
a. ~HAME)
June Markley
{STREET ADDRESS}
(CITY)
Camp Hill
IS1ATE)
PA
(ZIP CODEI
17011
DATE AND TIME OF LAST ENTRY
Oct. 5, 2001
TITLE UNDER WHICH BOX IS REGISTERED
June Markley George Markley
... (NAME}
George Marklev (Deceased)
{STR.EET APOIlfSSj
400 Brentwater Rd.
(CITY) (SaUl tllP CODE) (CITY)
earn Hill PA 17011
NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY
(STATE!
\ZIPCCO'Ej
Sandra Sta el - Administr t ve n
WAS A WILL IN THE BOX? DVES X:NO If yes, a. Date of will:
b. Name and addrUI f)f person,d representotlve, jf named in the will
(NAME}
lSTREET .ADDRESS)
ICI'N)
(ST.ATE)
{ZIP CODEl
c.. Nom. and address of ottarney, if cny
(NAME)
i'SjRE~7 AODR:S's':
iC!~\
~s. \" ;> Tf~
.11? COD'E'i
INSTRUCTIONS
(11 Cash, Report total only.
(21 Stock.: List in detail every common or prelerred certilicote, warrant or other rights found in box. Stocks are
to be designated by name of company.. certificate number, date of certificate, name in which stock is reghtered,
and number of shores and class of stock.
131 Obligation. of U. S. Government: Number 01 items, dote 01 issue, lace value, names in which registered
and type 01 ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by nome, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Saving. and Loan Passbooks: State name 01 depositor, number 01 book, last date appearing in
book, name 01 bank and branch, and balance.
(6) Jewelry, Coins, Stamp., Manuscripts, etc: List and describe as fully as possible.
(71 Deeds, Mortgages, Current Insurance Palicies or other evidences of indebtednes.: List and describe as
fully as possible.
(81 All other contents.
ITEM ITEM DESCRIPTION
NO.
1 3,276 Shares Allied Irish Bank Stock
2 Misc. Paners - No Value
-1'-,
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'"
'"
'"
'"
I ""-
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"-.. . ..-.-
f certify under penalty of perjury that the above record is correct and complete to the best of my knowledge
ond belief.
~ignat\J~ ../.... ,M . Oaf. I
Page
SAFE DEPOSIT BOX INVENTORY
I
af
- ,
fA.
~
,
Pri . eme ~nd Titl.
o'JOS€.fJl-l 1tJ. ~"<'T v I.C ~ p,f.';~Zi)€/\Jl "'-nz....).s.T 0f-r=ncl1..
NOTE: Attach additionaI8V," .x 11" sheet(s) If necessary or use duplicates ot this page of form.
~~-~~-.~
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
JOSEPH A MACRI
ALLFIRST TR CO OF PA
213 MARKET ST
HBG PA .1'7101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 E% IFP (O1-OS1
DATE 04-14-2003
ESTATE OF MARKLEY JUNE R
DATE OF DEATH 06-04-2002
FILE NUMBER 21 02-0582
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA. 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~/
-------------------------------------- ---------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARKLEY JUNE R FILE NO. 21 02-0582 ACN 101
--------------------
OR
DATE 04-14-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 200,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 161,234.50 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 138,859.62 tax payeent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
094.12
500
8. Total Assets (g) ,
APPROVED DEDUCTIONS AND EXEMPTIONS: 34.,114.96
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.430.44
11. Total Deductions (11) 46.545.40
453,548.72
12. Net Value of Tax Return (l2) .00
13 Charitable/Governeental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
.
14. Net Value of Estate Subject to Tax (14) 453,548.72
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) .
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 453,548.72 X 045. 20,409.69
17. Amount of Line 14 at Sibling rate (17) •00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00
19. Principal Tax Due (19)= 20,409.69
1AA VRGYi1V•
DATE
NUMBER
INTEREST/PEN PAID (-)
AMOUNT PAID
09-03-2002 CD001587 868.42 16,500.00
02-28-2003 CD002236 .00 3,041.27
TOTAL TAX CREDIT 20,409.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2002-00582
ESTATE OF J~JNE R. MARKLEY, DECEASED
FIRST AND FINAL ACCOUNT OF
Manufacturers and Traders Trust Company, Executor, Successor by
Merger to Allfirst Trust Company of Pennsylvania, NA, Successor
by Merger to Dauphin Deposit Bank and Trust Company
Date of Death: June 4, 2002
Date of Executor's Appointment: June 24, 2002
Date of First Advertisement of Letters: July 3, 2002
Accounting for the Period: June 4, 2002 to
April 8, 2004
Purpose of Account: Manufacturers and Traders Trust Company, Executor offers
this account to acquaint interested parties with the transactions that have
occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Manufacturers and Traders Trust Company
213 Market Street
Harrisburg, PA 17101
Attention: Joseph A. Macri
(717) 255-2174
Or
Keefer, Wood, Allen & Rahal, LLP ~1~
SUMMARY OF ACCOUNT
Estate of June R. Markley, Deceased
For Period of 06/04/2002 through 04/08/2004
Fiduciary
Current Acquisition
Page Value Value
Proposed Distributions 23 47,528.32 47,528 32
to Beneficiaries '
PRINCIPAL
Receipts: Per Inventory Filed 3-4 500,094.12
This Account 4 1,725.36
Net Gain (or Loss) on Sales 5-6 (126 20)
or Other Disposition '
501,693.28
Less Disbursements:
Debts of Decedent 7-8 13,470.34
Funeral Expenses 8 224.36
Administration Expenses 8-11 15,904.64
Federal and State Taxes 11 19,684.27
Reserves 12 24,000.00 73,283.61
Balance before Distributions ..............................
428,409.67
Distributions to Beneficiaries 13 386,532.00
Principal Balance on Hand 14 41,877.67
For Information:
Investments Made
Changes in Investment Holdings 15-17
INCOME
Receipts: This Account 18-19 5,902.81
Net Gain (or Loss) on Sales
or Other Disposition 0.00
5,902.81
Less Disbursements 20 252.16
Balance Before Distribution ...............
Distributions to Beneficiaries 5,650.65
0.00
Income Balance on Hand 21 5,650.65
Investments Made
Changes in Investment Holdings 22
COMBINED BALANCE ON HAND
47,528.32
2
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
ASSETS AS LISTED IN THE INVENTORY
AND APPRAISEMENT AS FILED
CASH:
$2,500 Allfirst Bank 2,500.00
Certificate of Deposit
#87008000168359
Accrued Interest 2.18
$7,699.52 Allfirst Bank 7,699.52
Certificate of Deposit
#87008000155680
Accrued Interest 61.55
Allfirst Bank Checking Account 10,914.81
#0057711704
Accrued Interest 1.15
Church of God Home - Refund 2,150.56
Credit Balance
Church of God Home - Residents 181.14
Fund Balance
Waypoint Bank - 103,688.82
Certificates of Deposit
Accrued Interest 127.89
27,327.62
PERSONAL PROPERTY:
1984 Ford Crown Victoria - 800.00
Appraised Value
Household Effects - 10,732.00
Appraised Value
11,532.00
STOCKS/LISTED:
3,276 shares Allied Irish Bks Plc 90,630.54
Spons ADS
1,487.533 shares CDC Nvst Fds TR I Bond 16,838.87
Incm C1 A
6,767.89 shares Dreyfus Liquid Assets 6,767.89
63 shares Eaton Vance Mut Fds Tr 1,242.99
Gr 1.lA
649 shares Eaton Vance Mut Fds Tr 12,259.61
Gr 1.lB
3,755 shares Merrill Lynch Global 33,494.60
Util Fd
161,234.50
REAL ESTATE/PA:
400 Brentwater Road, East 200,000.00
Pennsboro Township, Cumberland
County, Pennsylvania
200,000.00
CASH SUBSEQUENT TO INVENTORY:
06/06/03 Internal Revenue Service 1,197.00
2002 Income Tax Refund
06/19/03 Marsh Advantage America - 253.00
Refund of Unearned Premium for
Liability Insurance Coverage
08/15/03 Foremost Insurance Company - 95.00
Refund
08/15/03 PP & CIGA White Hall Mutual 37.36
Insurance Policy #22001379 -
Refund
02/20/04 Internal Revenue Service - 143.00
2003 Fiduciary Income Tax Refund
1,725.36
TOTAL RECEIPTS OF PRINCIPAL ............... 501,819.48
4
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain Loss
07/22/02 $2,500 Allfirst Bank
Certificate of Deposit
#87008000168359
Net Proceeds 2,500.00
Fid. Acq. Value 2,500.00 0.00
07/22/02 $7,699.52 Allfirst Bank
Certificate of Deposit
#87008000155680
Net Proceeds 7,699.52
Fid. Acq. Value 7,699.52 0.00
07/26/02 Waypoint Bank
Certificates of Deposit
Net Proceeds 103,688.82
Fid. Acq. Value 103,688.82 0.00
09/06/02 3,276 shares Allied Irish Bks Plc
Spons ADS
Net Proceeds 78,769.70
Fid. Acq. Value 90,630.54 11,860.84
04/18/03 63 shares Eaton Vance Mut Fds Tr
Gr 1.lA
Net Proceeds 1,128.64
Fid. Acq. Value 1,242.99 114.35
04/18/03 649 shares Eaton Vance Mut Fds Tr
Gr 1.lB
Net Proceeds 11,019.40
Fid. Acq. Value 12,259.61 1,240.21
04/18/03 3,755 shares Merrill Lynch Global
Util Fd
Net Proceeds 30,171.87
Fid. Acq. Value 33,494.60 3,322.73
06/02/03 400 Brentwater Road, East
Pennsboro Township, Cumberland
County, Pennsylvania
Net Proceeds 216,411.93
Fid. Acq. Value 200,000.00 16,411.93
06/18/03 1,487.533 shares CDC Nvst Fds TR I Bond
Incm C1 A
Net Proceeds 16,838.87
Fid. Acq. Value 16,838.87 0.00
07/29/03 6,767.89 shares Dreyfus Liquid Assets
Net Proceeds 6,767.89
Fid. Acq. Value 6,767.89 0.00
TOTAL GAINS AND LOSSES/PRINCIPAL ........... 16,411.93 16,538.13
LESS LOSS 16,538.13
NET GAIN OR LOSS ........................... (126.20)
6
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
07/08/02 East Pennsboro Township - 87.75
Sewer/Sanitation Charges
07/09/02 Zeplin Security Group, Inc. - 231.00
Monthly Residence Monitoring
07/18/02 Alicia D. Stine, Treasurer - 2,833.92
2002 School Real Estate Tax
07/22/02 Allfirst Bank Checking 7,327.55
Account #0057711704
Outstanding Checks
07/22/02 Pennsylvania-American Water 27.94
Company - Utility Expense
07/22/02 UGI Utilities, Inc. - Utility Expense 22.97
07/24/02 PPL Electric Utilities - 147.52
Utility Expense
07/30/02 Pennsylvania-American Water 49.06
Company - Utility Expense
08/05/02 EBI - Medical Expense 20.00
08/08/02 Fresh'N Healthy Inc. - 353.31
Repairs '84 Ford
08/08/02 Olde Town Florist & Greenery - 58.30
Balance Due
08/15/02 PPL Electric Utilities - 117.56
Utility Expense
08/16/02 AT&T Telephone Expense 49.85
08/16/02 Verizon - Telephone Expense 54.70
08/19/02 West Shore EMS - Medical Expense 88.95
08/30/02 UGI Utilities, Inc. - Utility Expense 31.57
09/04/02 Mobil X-Ray Imaging, Inc - 26.77
Medical Expense
09/25/02 Brockie Pharmatech - Medical Expense 399.30
12/26/02 Waggoner, Frutiger & Daub - 502.42
Tax Preparation Fee
7
04/15/03 Pennsylvania Dept of Revenue - 132.00
2002 Personal Income Tax
04/22/03 Alicia D. Stine, Treasurer - 743.24
Real Estate Tax
01/20/04 Pennsylvania Dept of Revenue - 164.66
2002 Personal Income Tax
TOTAL DEBTS OF DECEDENT. 13,470.34
FUNERAL EXPENSES
08/08/02 Dinah Markley - Reimbursement 224.36
for Funeral Reception Expenses
TOTAL FUNERAL EXPENSES .............................. 224.36
ADMINISTRATION EXPENSES
06/21/02 Cumberland County Register of Wills - 343.00
Probate Costs
06/24/02 Cumberland County Register of Wills 12.00
Filing Fee
06/27/02 Cumberland County Law Journal - 75.00
Cost of Advertising and
Proof of Publication
07/17/02 Alicia D. Stine, Treasurer - 2.00
Fee for Obtaining Receipted
Tax Bill for 2002
07/30/02 The Patriot News - 246.04
Cost Advertising and
Proof of Publication
08/02/02 Seabury & Smith - Liability Insurance 145.97
08/21/02 L.G. Connor Real Estate 275.00
Appraisal Fee for 400
Brentwater Rd, Camp Hill, PA
09/16/02 Claude C. Wolfe & Assoc - 325.00
Appraisal of Household Effects
09/17/02 PPL Electric Utilities 137.59
Utility Expense
09/25/02 AT&T - Telephone Expense 84.70
09/25/02 Cumberland County Register of Wills 18.00
6 Short Certificates
09/25/02 PA Vital Records - Death Certificate 3.00
for George Markley
09/30/02 Commonwealth of Pennsylvania - 36.00
Vehicle Registration - 1984 Ford
09/30/02 PA Dept of Transportation - 22.50
Duplicate Car Title Fee
10/02/02 Pennsylvania-American Water 39.77
Company - Utility Expense
10/08/02 AT&T - Telephone Expense 6.05
10/10/02 1st Class Building & 2,741.55
Remodeling - Repairs and
Clean-up of 400 Brentwater Rd
10/16/02 'East Pennsboro Township - 87.75
Sewer/Sanitation Charges
10/16/02 PPL Electric Utilities 50.71
Utility Expense
10/17/02 UGI Utilities, Inc. - Utility Expense 46.65
10/30/02 Pennsylvania-AJnerican Water 11.14
Company - Utility Expense
10/30/02 UGI Utilities, Inc. - Utility Expense 51.13
11/05/02 Commonwealth of Pennsylvania - 28.50
Transfer Fee
11/07/02 AT&T - Telephone Expense 6.05
11/07/02 Killian Lawn Spray Service 216.24
Landscaping/Mowing Expense
11/14/02 PPL Electric Utilities 48.38
Utility Expense
11/18/02 Killian Lawn Spray Service - 43.46
Landscaping/Mowing Expense
11/18/02 Verizon Telephone Expense 79.96
11/19/02 Killian Lawn Spray Service 927.50
Landscaping/Mowing Expense
12/02/02 Pennsylvania-American Water 14.87
Company - Utility Expense
12/02/02 UGI Utilities, Inc. - Utility Expense 122.21
12/10/02 1st Class Building & 2,741.55
Remodeling - Final Payment
for Repair and Clean-up of
400 Brentwater Rd
12/16/02 PPL Electric Utilities - 41.50
Utility Expense
12/26/02 AT&T - Telephone Expense 6.05
12/31/02 Pennsylvania-American Water 14.32
Company - Utility Expense
12/31/02 UGI Utilities, Inc. - Utility Expense 202.98
01/09/03 AT&T - Telephone Expense 6.05
01/14/03 East Pennsboro Township - 96.00
Sewer/Sanitation Charges
01/14/03 PPL Electric Utilities - 98.44
Utility Expense
01/30/03 Pennsylvania-American Water 10.63
Company - Utility Expense
01/30/03 UGI Utilities, Inc. - Utility Expense 422.36
02/06/03 PA Vital Records - 2 Death Certificate 6.00
for George Markley
02/20/03 PPL Electric Utilities 70.56
Utility Expense
02/26/03 Cumberland County Register of Wills - 31.00
Filing Fees
03/05/03 Keefer, Wood, Allen & Rahal, LLP - 1,236.25
Legal Expense
03/05/03 Pennsylvania-American Water 22.91
Company - Utility Expense
03/05/03 UGI Utilities, Inc. - Utility Expense 260.97
03/14/03 Hartman & Associates, Inc. - 1,911.25
Survey Expense -
400 Brentwater Rd, Camp Hill
03/17/03 PPL Electric Utilities - 60.03
Utility Expense
04/02/03 UGI Utilities, Inc. - Utility Expense 230.03
04/16/03 East Pennsboro Township 96.00
Sewer/Sanitation Charges
04/16/03 PPL Electric Utilities - 37.74
Utility Expense
04/16/03 Waggoner, Frutiger & Daub - 210.00
Tax Preparation Fee -
2002 Individual Income Tax Returns
04/17/03 Marsh Advantage America - 426.00
Liability Insurance -
400 Brentwater Rd
04/30/03 Pennsylvania-American Water 11.12
Company - Utility Expense
04/30/03 UGI Utilities, Inc. - Utility Expense 159.23
05/15/03 PPL Electric Utilities 25.73
Utility Expense
05/19/03 Eaglemark Group, Inc. - 838.50
Property Insurance (Fire)
06/04/03 UGI utilities, Inc. Utility Expense 84.26
06/09/03 Pennsylvania-American Water 14.00
Company - Utility Expense
06/09/03 PPL Electric Utilities 15.46
Utility Expense
06/11/03 Central Penn Renovations, Inc. - 200.00
Cut Grass, Remove Leaves, Branches
and Debris
08/13/03 Hartman & Associates, Inc. - 70.00
Legal Description on New Deed -
400 Brentwater Rd, Camp Hill
TOTAL ADMINISTRATION EXPENSES ....................... 15,904.64
FEDERAL AND STATE TAXES
08/30/02 Cumberland County Register of Wills 16,500.00
PA Inheritance Tax
02/26/03 Cumberland County Register of Wills - 3,041.27
PA Inheritance Tax - Balance Due
09/05/03 Internal Revenue Service - 143.00
2003 Fiduciary Income Tax Balance Due
TOTAL FEDERA3~ ~ STATE TAXES. 19 684.27
RESERVES
Keefer, Wood, Allen & Rahal, LLP - 3,000.00
Attorney Fee
Manufacturers and Traders 21,000.00
Trust Company - Executors Fee
TOTAL RESERVES 24,000 00
TOTAL DISBURSEMENTS OF PRINCIPAL .................... 73,283.61
12
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Charles Markley
05/28/03 Specific Bequest - As per Item 10,000.00
Second of the Last Will and
Testament
05/28/03 Partial Distribution - Residue 30,000.00
12/16/03 Distribution - Per Receipt and 85,000.00
Release
12/16/03 Household Effects - 5,366.00
Distributed in kind
130,366.00
Robert Markley
03/18/03 Specific Bequest - As per Item 10,000.00
Second of the Last Will and
Testament
05/28/03 Partial Distribution - Residue 30,000.00
12/16/03 Distribution - Per Receipt and 85,000.00
Release
12/16/03 Household Effects 5,366.00
Distributed in kind
130,366.00
Thomas Markley
12/06/02 1984 Ford Crown Victoria - 800.00
Appraised Value Distributed
in Kind - Residue
02/27/03 Specific Bequest As per Item 10,000.00
Second of the Last Will and
Testament
05/28/03 Partial Distribution - Residue 30,000.00
12/16/03 Distribution - Per Receipt and 85,000.00
Release
125,800.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES ...... 386,532.00
]3
PRINCIPAL BALANCE ON HAND
Current Value Fiduciary
Acquisition
Description or as Noted Value
MTB Money Market-Inst I-Fund #420 41,877.67 41,877.67
41,877.67 41,877.67
]4
CHANGES IN INVESTMENT HOLDINGS PRINCIPAL
Cost
$2,500 Allfirst Bank Certificate
of Deposit #87008000168359
06/04/02 inventoried 2,500.00
07/22/02 sold (2,500.00).
0.00
$7,699.52 Allfirst Bank Certificate
of Deposit #87008000155680
06/04/02 inventoried 7,699.52
07/22/02 sold (7,699.52)
0.00
1984 Ford Crown Victoria
06/04/02 inventoried 800.00
12/06/02 distributed in kind (800.00)
0.00
400 Brentwater Road, East Pennsboro
Township, Cumberland County,
Pennsylvania
...................................
06/04/02 inventoried 200,000.00
06/02/03 sold (200,000.00)
0.00
Allied Irish Bks Plc Spons ADS
06/04/02 3,276 shares inventoried 90,630.54
09/06/02 (3,276)shares sold (90,630.54)
0 0.00
J~K Money Market Portfolio
08/15/03 delivered in conversion to MTB (320,909.97)
Money Market-Inst I-Fund #420
(320,909.97)
CDC Nvst Fds TR I Bond Incm C1 A
................................
06/04/02 1,487.533 shares inventoried 16,838.87
06/18/03 (1,487.533)shares sold (16,838.87)
0 0.00
Dreyfus Liquid Assets
.....................
06/04/02 6,767.89 shares inventoried 6,767.89
07/29/03 (6,767.89)shares sold (6,767.89)
0 0.00
Eaton Vance Mut Fds Tr Gr 1.lA
06/04/02 63 shares inventoried 1,242.99
04/18/03 (63)shares sold (1,242.99)
0 0.00
Eaton Vance Mut Fds Tr Gr 1.lB
..............................
06/04/02 649 shares inventoried 12,259.61
04/18/03 (649)shares sold (12,259.61)
0 0.00
Household Effects
06/04/02 inventoried 10,732.00
12/16/03 distributed in kind (5,366.00)
12/16/03 distributed in kind (5,366.00)
0.00
Merrill Lynch Global Util Fd
06/04/02 3,755 shares inventoried 33,494.60
04/18/03 (3,755) shares sold (33,494.60)
0 0.00
MTB Money Market-Inst I-Fund #420
.................................
08/15/03 received in conversion from 320,909.97
ARK Money Market Portfolio
320,909.97
]6
Waypoint Bank -
Certificates of Deposit
06/04/02 inventoried 103,688.82
07/26/02 sold (103,688.82)
0.00
]7
RECEIPTS OF INCOME
DIVIDENDS
Allied Irish Bks Plc Spons ADS
10/03/02 1,119.08
CDC Nvst Fds TR I Bond Incm C1 A
06/18/03 1,452.31
Dreyfus Liquid Assets
.....................
07/29/03 1.90
10/28/03 3.67
5.57
TOTAL DIVIDEND INCOME ..................... 2,576.96
INTEREST
$2,500 Allfirst Bank Certificate
of Deposit #87008000168359
07/22/02 3.68
$7,699.52 Allfirst Bank Certificate
of Deposit #87008000155680
07/22/02
10.39
Allfirst Bank Checking
Account #0057711704
07/22/02
0.93
ARK Money Market Portfolio
08/01/02 27.51
09/03/02 148.85
10/01/02 202.80
11/01/02 222.39
12/02/02 184.58
01/02/03 176.27
02/03/03 161.73
03/03/03 136.07
04/01/03
05/01/03 131.96
06/02/03 128.93
144.94
07/01/03 224.57
08/01/03 220.20
08/27/03 97.15
2,207.95
MTB Money Market-Inst I-Fund #420
.................................
09/02/03 119.16
10/01/03 184.49
11/05/03 189.32
12/01/03 188.28
01/02/04 112.55
02/02/04 41.13
03/01/04 38.00
04/01/04 40.62
913.55
Waypoint Bank - Certificates of Deposit
07/26/02 187.01
TOTAL INTEREST INCOME ..................... 3,323.51
OTHER INCOME
Internal Revenue Service
02/20/04 Taxable Interest for 2003 2.34
TOTAL OTHER INCOME ........................ 2.34
TOTAL RECEIPTS OF INCOME .................. 5,902.81
19
DISBURSEMENTS OF INCOME
07/25/03 Manufacturers and Traders Trust 13.47
Company - Commission on Income
08/13/03 Manufacturers and Traders Trust 167.11
Company - Commission on Income
08/25/03 Manufacturers and Traders Trust 13.22
Company - CommIssion on Income
09/25/03 Manufacturers and Traders Trust 12.98
Company - Commission on Income
10/27/03 Manufacturers and Traders Trust 11.07
Company - Commission on Income
11/25/03 Manufacturers and Traders Trust 11.36
Company - CommIssion on Income
12/26/03 Manufacturers and Traders Trust 11.30
Company - Commission on Income
01/26/04 Manufacturers and Traders Trust 6.76
Company - Commission on Income
02/25/04 Manufacturers and Traders Trust 2.61
Company - Commission on Income
03/25/04 Manufacturers and Traders Trust 2.28
Company - CommissIon on Income
TOTAL DISBURSEMENTS OF INCOME .................. 252.16
20
INCOME BALANCE ON HAND
Current Value Fiduciary
Acquisition
Description or as Noted Value
MTB Money Market-Inst I-Fund #420 5,650.65 5,650.65
..............................
5,650.65 5,650.65
2]
CHANGES IN INVESTMENT MOLDINGS - INCOME
Cost
ARK Money Market Portfolio
08/15/03 delivered in conversion to MTB (4,705.52)
Money Market-Inst I-Fund #420
(4,705.52)
MTB Money Market-Inst I-Fund #420
08/15/03 received in conversion from 4,705.52
ARK Money Market Portfolio
4,705.52
22
IN THE MATTER OF IN THE COURT OF COMMON PLEAS
THE ESTATE OF CUMBERLAND COUNTY, PENNSYLVANIA
JUNE R. MARKLEY, DECEASED ORPHANS' COURT DIVISION
· No. 2002-0582
CERTIFICATE OF NOTICE
I, Bridget M. Whitley, Esquire, Attorney for the Executor, Manufacturers and Traders
Trust Company, successor to Allfirst Trust Company of Pennsylvania, N.A., hereby certify that I
have given notice as required by Pa. O.C. Rule 6.3 and C.C.O.C.R. 6.3-1, together with a copy of
the First and Final Account of the Executor and the Statement of Proposed Distribution upon the
parties interested in this proceeding by depositing a true and correct copy of the same in the
United States mail, first-class postage prepaid, addressed as follows:
Thomas Markley Charles Markley Robert Markley
217 South Third Street 846 Finney Drive 72 Cedar Hills Circle
Lemoyne, PA 17043 Vinton, VA 24179 Chapel Hill, NC 27514
Copies of these notices are attached to this certificate.
KEEFER WOOD ALLEN & RAHAL, LLP
~y, Es~~
Sup. Ct. No. 33580
P.O. Box 11963
Harrisburg, PA 17108-1963
Attorneys for Truste~
Date: ,
IN THE MATTER OF · IN THE COURT OF COMMON PLEAS
THE ESTATE OF ' CUMBERLAND COUNTY, PENNSYLVANIA
JUNE R. MARKLEY, DECEASED · ORPHANS' COURT DIVISION
· No. 2002-0582
NOTICE OF AUDIT
To the following beneficiaries under the Last Will and Testament of June R. Markley:
Thomas Markley Charles Markley Robert Markley
217 South Third Street 846 Finney Drive 72 Cedar Hills Circle
Lemoyne, PA 17043 Vinton, VA 24179 Chapel Hill, NC 27514
NOTICE is hereby given that the First and Final Account of Manufacturers and Traders
Trust Company, successor to Allfirst Trust Company of Pennsylvania, N.A., Executor of the
Estate of June R. Markley, deceased, will be filed in the Office of the Register of Wills of
Cumberland County, Pennsylvania on or before May 21, 2004, and that the Register will present
the same to the Court for confirmation, audit and distribution on June 22, 2004. Any person who
objects to the transactions shown in the Account must file written objections with the Register on
or before 9 a.m. on June 22, 2004, or the Court may otherwise assume that no objections exist or
that any objections have been waived.
A copy of the First and Final Account of the Executor, and a Statement of Proposed
Distribution are enclosed herewith.
Ifyo~u,.have questions concerning the enclosed documents, please contact the undersigned.
r-- KEEFER WOOD ALLEN & RAHAL, LLP
1
~ By: ,
~ 'dget~Vl. Whitley, Esq.
...... .~ Sup. Ct. No. 33580
P.O. Box 11963
Harrisburg, PA 17108-1963
Attorneys for the Executor
Date: IJ'~
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS
OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE A 6.12 FORM
YEARLY UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: June R. Markle¥
Date of Death: June 4, 2002
Estate No. 2002 -00582
Pursuant to Rule 6.12 of the Supreme Court, Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned Estate:
(4) 1. State whether administration of the Estate is complete: Yes No X
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: __ October, 2004
(date)
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
(Not Applicable in Dauphin County)
c. Did the personal representative state an account informally to the parties in interest:
Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: ~///2 ¢~/ ~ ~
~Si~nature ~~
Joseph A. Macri,
Vice President - Trust Officer
Market Manager
Name (Please type or ?, iht) ~ .... ::
213 Market Street -cc..
Address ~
(717) 255-2174
Telephone No. ~'~
Capacity: X__ Personal Representative--~
__ Counsel for personal representative
HEATH L. ALLEN KEEFER WOOD ALLEN & RAHAL, LLP ESTABLISHED IN 1878
N. DAVID RAHAL ATTORNEYS AT LAW
CHARLES W. RUBENDALL TT OF COUNSEL:
ROBERT L. WELDON ;~10 WALNUT STREET SAMUEL C. HARRY
EUGENE E. PEPINSKY, JR. P.O. BOX 11963
JOHN H. ENOS:]:]]:
GARY E. FRENCH HARRISBURG, PA 17108-1963 WEST SHORE OFFICE:
418 FALLOWFIELD ROAD
DONNA S. WELDON CAMP HILL, PA 17011
BRADFORD DORRANCE PHONE {717) 255-8000
I717) 618-5800
JEFFREY S. STOKES
ROBERT R. CHURCH EIN No. 23-0716138
STEPHEN L. GROSE www.keeferwood.com WRITER'S CONTACT INFORHATION:
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG ^. LONGYEAR
DONALD M. LEWlSTIT June 2, 2004
BRIDGET M. WHITLEY
JOHN A. FEICHTEL
ELIZABETH J. GOLDSTEIN
BARBARA A. GALL
STEPHANIE KLEINFELTER 255-8027
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of June R. Markle y - File No. 2002-0582
To the Register:
Enclosed for filing please find a Status Report Under Rule 6.12, indicating that the administration
of the above-referenced Estate has not been completed.
To confirm this filing, I am also enclosing an additional copy of the Status Report, along with a
self-addressed, stamped envelope. Please date and time stamp your receipt of the Status Report on the
enclosed copy, and return it to me.
Thank your for your assistance in this matter.
Very truly yours,
KEEFER WOOD ALLEN & RAHAL, LLP
c:_ ~.'-' ,~ '~ g- I'.,.~lr' P0. Bridget M. Whitley
Enclosures
cc: Joseph A. Macri .~
STATUS REPORT UNDER RULE 6.12
Name of Decedent' June R. Markley
Date of Death' June 4, 2002
will NO. 2002-0582 Admin. NO.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules,
z report the following with respect to completion of the administra-
tion of the above-captioned estate'
1.state whether administration of the estate is complete'
Yes No x
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete'
7/15/2004
3. Tf the answer to No. I iS Yes, state the following-
a. Did the personal representative file a final account
wi th the court? Yes No
b. The separate O.rphans' Court No. (if any) for the person-
al representative's account is'
c. Did the.personal representative state an account infor-
mally to the parties in interest? Yes NO
d. Copies of receipts, releases, joinders and approvals of
formal or informal accounts may be filed with the Clerk of the
orphans' Court and may be attached to this report.
Bridqet M. whitl ey
Name (Please type or print)
Keefer, wood, Allen & Rahal LLP
210 walnut St., P.O. BOX 11963
Harrisburq, PA 17108-1963
Address
,'~:~. ~-i.:, ~-~;~r P0. (717) 255-8027
Tel. NO.
.~ Capacity: Personal Representative
..: x Counsel for personal
rep resentati ve
.{
STATUS REPORT UNDER RULE 6.12
Name of Decedent: June R. Markle¥
Date of Death: 6/4/02
Will No. 2002-00582 Admin. No. 2002-00582
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No ,
b.The separate Orphans' Court No. (if any) for the perso'- l~prese~ative's
account is: cr
c. Did the personal representative state an account inform~i!ly to the t~3rties in
interest? Yes X No
d. Copies of receipts, releases, join&rs and approvals of fstmal or in.~al
accounts may be filed with the Clerk of the Orphans' C~and m~ be att~ed
to this report.
Date: '(
~ Sjgnature /
q ~ffoseph A MaCri VP & TO
.... ~ Manufacturers and Traders
Trust Co.
Name
213 Market St. Harrisburg PA 17101
Address
_(717) 255-2174
Tel.No.
Capacity: X Personal Representative
Counsel for personal representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent- ]une R. Markle
Date of Death' June 4, 2002
will No. 2002-0582 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' court Rules,
I report the following with respect to completion of the administra-
tion of the above-captioned estate.
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the rsonal representative
reasonably believes that the administration wi~ be complete.
3. If the answer to No. 1 is Yes, state the following.
a. Did the personal representative file a final account
with the court? Yes x No
b. The separate Orphans' Court No. (if any) for the person-
al representative's account is'
c. Did the personal representative state an account infor-
mally to the parties in interest? Yes No
d. Copies of receipts, releases, joind~r.s and approvals of
formal or informal accounts may be filed with th~l~Cler~of the
orphans' court and may be attached to this reporlf~:~ ·
Date '_ 11/4/2004
Bridget M. whitle¥
Name (Please type
Keefer, wood, Allen & Rahal LLP
210 Walnut St., p.o. BOX 11963
Harrisburg, PA 17108-1963
Address
.(717) 255-8027
Tel. No.
Capacity' Personal
Representative
X Counsel for personal
representative